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Can your pension benefit from the Lifetime Allowance changes

Changes to pension tax legislation announced in the Budget were extensive. Could it be that anything which encourages saving towards retirement should be welcomed?

Global Market Commentary April 2023

Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.

Pension Auto Enrolment achieves over £114bn in savings

The introduction of the Auto Enrolment policy over 10 years ago has helped millions add to their pension pots.

Changes to Lifetime Allowance…. we never saw that one coming!

You may have missed recent changes to the lifetime allowance (LTA). Here's what you need to know.

Spring Budget 2023 Highlights

We have examined the details of Jeremy Hunt's first Spring Budget and hope the following highlights, which we feel will be the most significant, will be helpful.

Making Voluntary Contributions to Your State Pension

With the government extending the voluntary National Insurance deadline should you be making extra contributions to your pension?

Webinar Recording – Year End Tax Planning 2023

Let our team guide you through the main tax saving and investment options available up until 5 April.

Global Market Commentary January 2023

A positive start to the year. Since October, inflation has been declining and markets have been rising, however focus is starting to turn to recession.

Year End Tax Planning Opportunities

Wednesday 5 April 2023 sees the end of the current tax year so now is the time to think about how to make the most of the allowances and reliefs available to you.

Global Markets Performance Update 2022 Quarter 4

In what was a poor year for investors, the fourth quarter saw gains for stock markets led by Asian and European markets. Read more of our investment insights for the last quarter of 2022.

Global Markets Performance Update 2022 Quarter 3

Against a backdrop of slow global growth, stubbornly high inflation, rising interest rates and growing geo-political tensions, markets continued to perform poorly in Quarter 3.

Global Markets Performance Update First Half 2022

The year so far has been tough, certainly one that will have tested the stamina of many investors. Our summary of 2022 provides an overview of markets so far.